| | | Morningstar Overall Rating: | N/A | | Total Assets: | 13.71M | | Category: | Retirement Income | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.54% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 99 | | % Rank in Category (ytd): | 73.88% | | Beta (3y): | | | Morningstar Risk Rating: | |
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| The investment seeks to provide current income; capital appreciation is a secondary consideration. The fund invests primarily in a combination of Schwab(R) funds and Laudus funds (the underlying funds) in accordance with its target asset allocation. It may invest up to 100% of assets directly in cash, money market instruments, repurchase agreements and other short-term obligations. | | | Fund Profile |
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